Staff Get Staff - Client Financial Relationship Manager, CFS - Client Financial Advisory MY

Job description

Job Responsibilities

Specialize in hunting retail market segment on wealth and deposits through acquisition of new High Value customers (Preferred and Prime customers). To increase wealth, CASA account and grow deposit balances i.e AUM through cross-selling of other deposit related products. To actively identify potential sales opportunities and manage sales pipeline. To leverage various prospecting methods to generate leads, secure meetings, and pitch cash management solutions.

To build and maintain profitable business relationships with prospective customers Assisting with the account opening. Comply strictly with CIMB's policies and procedures

Job Requirements

Related sales working experience coupled with PCE, CEILI, TBE or FIMM (UT) license will be an added advantage. Good networking skill, customer focus, confident, proactive and result oriented. Excellent negotiation and communication skills with good command in multiple languages will be an added advantage. Professional demeanor and strong business etiquette.